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Dallas Bosko 

Associate Fund Advisor, Certified Financial Planner


Dallas navigates the complex world of finances in a way that is easy for clients to understand. He is an excellent communicator who believes in a personalized approach to financial planning, ensuring that each solution is tailored to the needs of the individual situation.  Dallas prides himself in clearly understanding each client’s dreams and aspirations, while building and nurturing a plan until it becomes reality.  Taking a holistic approach to financial planning, he tailors each plan with consideration to individual insurance and mortgage needs.  Other than his Certified Financial Planner designation, Dallas holds his Registered Retirement Consultant (RRC®) and his Certified Financial Planner (CFP®) designations and is currently completing The Chartered Investment Manager (CIM®) designation.  In a previous life, Dallas spent thousands of hours coaching basketball, but currently spends every spare moment with his wife and two young children.

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